A detailed history of Lake Street Advisors Group, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 4,924 shares of MMC stock, worth $1.12 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,924
Previous 4,867 1.17%
Holding current value
$1.12 Million
Previous $1.03 Million 7.12%
% of portfolio
0.05%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$210.25 - $231.86 $11,984 - $13,216
57 Added 1.17%
4,924 $1.1 Million
Q2 2024

Aug 05, 2024

SELL
$196.29 - $215.75 $52,802 - $58,036
-269 Reduced 5.24%
4,867 $1.03 Million
Q1 2024

May 13, 2024

BUY
$190.17 - $207.9 $228,013 - $249,272
1,199 Added 30.45%
5,136 $1.06 Million
Q4 2023

May 30, 2024

SELL
$184.9 - $201.86 $18,120 - $19,782
-98 Reduced 1.91%
5,038 $954,000
Q4 2023

Feb 13, 2024

BUY
$184.9 - $201.86 $727,951 - $794,722
3,937 New
3,937 $745,000
Q3 2021

Nov 15, 2021

SELL
$139.04 - $160.48 $434,778 - $501,820
-3,127 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$123.15 - $140.94 $862 - $986
7 Added 0.22%
3,127 $472,000
Q1 2021

May 14, 2021

BUY
$107.6 - $121.88 $14,310 - $16,210
133 Added 4.45%
3,120 $380,000
Q4 2020

Feb 12, 2021

SELL
$102.95 - $118.69 $13,692 - $15,785
-133 Reduced 4.26%
2,987 $349,000
Q3 2020

Nov 13, 2020

SELL
$107.35 - $118.91 $19,537 - $21,641
-182 Reduced 5.51%
3,120 $358,000
Q2 2020

Aug 13, 2020

BUY
$79.9 - $111.49 $5,273 - $7,358
66 Added 2.04%
3,302 $354,000
Q1 2020

May 14, 2020

BUY
$76.69 - $119.45 $44,173 - $68,803
576 Added 21.65%
3,236 $280,000
Q4 2019

Feb 12, 2020

BUY
$95.25 - $112.32 $666 - $786
7 Added 0.26%
2,660 $296,000
Q3 2019

Nov 14, 2019

BUY
$95.66 - $103.13 $15,114 - $16,294
158 Added 6.33%
2,653 $263,000
Q2 2019

Aug 14, 2019

SELL
$92.5 - $99.75 $8,047 - $8,678
-87 Reduced 3.37%
2,495 $249,000
Q1 2019

May 15, 2019

BUY
$78.01 - $93.9 $201,421 - $242,449
2,582 New
2,582 $242,000
Q4 2018

Feb 14, 2019

SELL
$75.52 - $89.1 $227,541 - $268,458
-3,013 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
$82.24 - $87.73 $50,084 - $53,427
-609 Reduced 16.81%
3,013 $249,000
Q2 2018

Aug 15, 2018

BUY
$79.09 - $84.03 $14,315 - $15,209
181 Added 5.26%
3,622 $297,000
Q1 2018

May 14, 2018

SELL
$79.31 - $85.87 $1,744 - $1,889
-22 Reduced 0.64%
3,441 $284,000
Q4 2017

Feb 15, 2018

BUY
$80.62 - $85.97 $279,187 - $297,714
3,463
3,463 $282,000

Others Institutions Holding MMC

About MARSH & MCLENNAN COMPANIES, INC.


  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $113B
  • Description
  • Marsh & McLennan Companies, Inc., a professional services company, provides advice and solutions to clients in the areas of risk, strategy, and people worldwide. It operates in two segments, Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment offers risk management services, such as risk advice, risk transfer...
More about MMC
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